Capital Innovations LLC Makes New Investment in Williams Companies, Inc. (The) $WMB

Posted by Francis Steltz on Jun 3rd, 2026

Capital Innovations LLC purchased a new position in Williams Companies, Inc. (The) (NYSE:WMB – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 317,298 shares of the pipeline company’s stock, valued at approximately $19,073,000. Williams Companies accounts for approximately 5.4% of Capital Innovations LLC’s investment portfolio, making the stock its 5th biggest position.

A number of other large investors have also bought and sold shares of the stock. Vanguard Group Inc. grew its holdings in Williams Companies by 0.7% in the fourth quarter. Vanguard Group Inc. now owns 133,963,343 shares of the pipeline company’s stock worth $8,052,537,000 after purchasing an additional 883,245 shares during the period. Wellington Management Group LLP grew its holdings in Williams Companies by 15.9% in the third quarter. Wellington Management Group LLP now owns 48,586,299 shares of the pipeline company’s stock worth $3,077,942,000 after purchasing an additional 6,668,950 shares during the period. Invesco Ltd. grew its holdings in Williams Companies by 1.1% in the third quarter. Invesco Ltd. now owns 14,575,898 shares of the pipeline company’s stock worth $923,383,000 after purchasing an additional 158,077 shares during the period. Norges Bank acquired a new stake in Williams Companies in the fourth quarter worth $747,749,000. Finally, BROOKFIELD Corp ON grew its holdings in Williams Companies by 190.3% in the second quarter. BROOKFIELD Corp ON now owns 12,028,186 shares of the pipeline company’s stock worth $755,490,000 after purchasing an additional 7,884,730 shares during the period. 86.44% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting Williams Companies

Here are the key news stories impacting Williams Companies this week:

Positive Sentiment: Argus raised its price target on Williams Companies, highlighting the company’s large role in U.S. natural gas infrastructure and its position among the better-liked energy stocks, which can reinforce investor confidence. The Williams Companies (WMB) Price Target Raised by $2 at Argus
Positive Sentiment: Broader midstream and gas-infrastructure coverage has been constructive, citing robust gas backlogs, LNG export growth, and rising power demand from data centers as tailwinds for natural-gas-focused pipeline companies like WMB. Midstream: Robust Gas Backlogs Drive Growth Visibility
Positive Sentiment: A Zacks article compared WMB favorably as a value stock versus peer Ultrapar, which may help keep valuation-focused investors interested. UGP or WMB: Which Is the Better Value Stock Right Now?
Neutral Sentiment: The company expanded funding flexibility by adding new credit lines and filing a shelf registration, which gives Williams more financial optionality but also raises the possibility of future share issuance. Williams Companies Expands Funding Options With New Credit Lines And Equity Shelf
Negative Sentiment: US Capital Advisors trimmed earnings estimates for several future periods, including FY2027 and FY2028, which can pressure sentiment if investors view the cuts as a sign of slower profit growth ahead. Williams Companies research notes and estimates

Analysts Set New Price Targets

A number of research analysts have recently issued reports on WMB shares. Wells Fargo & Company lifted their price objective on shares of Williams Companies from $80.00 to $89.00 and gave the company an “overweight” rating in a report on Friday, March 13th. Jefferies Financial Group lifted their price objective on shares of Williams Companies from $81.00 to $83.00 and gave the company a “buy” rating in a report on Friday, April 10th. Citigroup lifted their price objective on shares of Williams Companies from $81.00 to $83.00 and gave the company a “buy” rating in a report on Friday, May 8th. The Goldman Sachs Group upgraded shares of Williams Companies from a “neutral” rating to a “buy” rating and set a $82.00 price objective for the company in a report on Monday, April 20th. Finally, Canadian Imperial Bank of Commerce lifted their price objective on shares of Williams Companies from $83.00 to $85.00 and gave the company an “outperformer” rating in a report on Tuesday, May 26th. Four investment analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Buy” and an average price target of $82.40.

Get Our Latest Analysis on WMB

Insiders Place Their Bets

In other news, COO Larry C. Larsen sold 12,000 shares of the business’s stock in a transaction that occurred on Thursday, May 14th. The shares were sold at an average price of $76.48, for a total value of $917,760.00. Following the sale, the chief operating officer owned 98,219 shares of the company’s stock, valued at $7,511,789.12. The trade was a 10.89% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, SVP Terrance Lane Wilson sold 2,000 shares of the business’s stock in a transaction that occurred on Friday, May 1st. The shares were sold at an average price of $76.35, for a total transaction of $152,700.00. Following the completion of the sale, the senior vice president directly owned 287,159 shares in the company, valued at approximately $21,924,589.65. This trade represents a 0.69% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 78,762 shares of company stock valued at $5,937,632. Company insiders own 0.47% of the company’s stock.

Williams Companies Stock Up 1.7%

WMB opened at $71.23 on Wednesday. The company has a debt-to-equity ratio of 1.99, a current ratio of 0.83 and a quick ratio of 0.76. The company’s 50-day moving average is $73.69 and its 200 day moving average is $68.15. Williams Companies, Inc. has a fifty-two week low of $55.82 and a fifty-two week high of $80.07. The firm has a market capitalization of $87.01 billion, a P/E ratio of 31.24, a PEG ratio of 1.70 and a beta of 0.58.

Williams Companies (NYSE:WMB – Get Free Report) last released its quarterly earnings results on Monday, May 4th. The pipeline company reported $0.73 earnings per share for the quarter, beating analysts’ consensus estimates of $0.63 by $0.10. Williams Companies had a net margin of 23.39% and a return on equity of 18.34%. The company had revenue of $3.03 billion for the quarter, compared to analyst estimates of $3.28 billion. During the same period last year, the firm earned $0.60 earnings per share. The firm’s revenue was down .6% on a year-over-year basis. Williams Companies has set its FY 2026 guidance at 2.200-2.380 EPS. Research analysts expect that Williams Companies, Inc. will post 2.46 earnings per share for the current fiscal year.

Williams Companies Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, June 29th. Shareholders of record on Friday, June 12th will be given a $0.525 dividend. The ex-dividend date of this dividend is Friday, June 12th. This represents a $2.10 annualized dividend and a yield of 2.9%. Williams Companies’s payout ratio is currently 92.11%.

Williams Companies Profile

(Free Report)

Williams Companies, Inc (NYSE: WMB) is a U.S.-based energy infrastructure company focused on the midstream segment of the natural gas value chain. The company develops, owns and operates assets that gather, process, transport and store natural gas and natural gas liquids (NGLs). Its operations support the movement of gas from production areas to end users including utilities, power generators, industrial customers and export facilities.

Williams’s product and service offering includes interstate and intrastate pipeline transmission, gas-gathering systems, processing facilities that remove impurities and separate NGLs, storage services and fractionation and transportation of NGL products.